Welcome, and thanks for stopping by!
You’ve just found your new team of financial planners right here on the Sunshine Coast. We’re excited to offer you expert financial advice tailored to your needs.
Our comprehensive approach to managing your wealth ensures that you enjoy a prosperous life now and in the future.
Keep reading to discover more about us, explore the services we offer, and find out how we can help you achieve your financial dreams.
Hear from Simon Coombes, founder and director of Direct Wealth, about what sets our service apart from other financial advisor firms.
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Working with a financial advisor is all about enhancing your financial health.
Our approach isn’t just about reaching financial goals; it’s about providing the support and insights you need to navigate through financial challenges with ease. Whether it’s clarifying complex financial issues or giving tailored advice, we’re here to help you manage your finances confidently.
Our financial advisors get to know your personal financial situation intimately, crafting strategies that are tailored just for you.
Whether you have specific financial objectives or need general advice to manage life’s ups and downs, our advisors are here to guide you. They offer the clarity and support needed to confidently handle any financial situation, ensuring you’re always ready for what comes next, and positioned for the best outcome.
Our financial advisor services provide everything you need to secure and grow your wealth.
From everyday financial decisions, savvy investment strategies, superannuation advice, to estate planning and tax efficiency, we’ve got you covered.
We tailor our advice to align with your unique position and desired outcomes, using proactive approaches to ensure you achieve the best possible financial outcomes.
Whether it’s planning for now or the future, we’re here to guide you every step of the way.
At Direct Wealth, the numbers tell our story. With years of dedicated service, tons of experience, and countless happy clients, we’ve built a reputation for trust and excellence.
Here’s a look at what we’ve achieved:
Our goal is to make managing your finances straightforward and effective, so you can look forward to a future that’s secure, comfortable, and aligned with your dreams.
Your new team of financial experts will help you find the best way forward.
Instead of trying to figure things out on your own, you get direct access to expert knowledge, insights and support, which are the key ingredients for success.
Whatever the challenge, our financial advisors have the knowledge needed to help you create a robust financial future.
Everyone’s financial is unique, and so is the advice we give.
Our advisors aim to thoroughly understand your financial situation and goals, so we can design a plan that lets you live life on your terms.
Whether you’re aiming for early retirement, a robust investment portfolio, or the perfect lifestyle, we can help you bring those dreams to life.
Managing your finances can feel overwhelming, but you don’t have to tackle it on your own.
Our advisors simplify these decisions, ensuring you can enjoy your current lifestyle while securely preparing for the future.
With our guidance, you gain the peace of mind that comes from knowing you’re on track.
Direct Wealth’s Sunshine Coast office is conveniently located in the heart of beautiful Maroochydore, just minutes from some of the Sunshine Coast’s most beautiful beaches.
We welcome all visitors, though booking an appointment is recommended, so we can make sure someone is available to speak with you.
1/5 Plaza Parade, Maroochydore QLD 4558
Your new team of financial advisors are all highly qualified and experienced professionals who absolutely love what they do. Most importantly, they’re all exceptional human beings.
Rest assured that when you choose Direct Wealth, you’ll have the best wealth management team possible.
Simon founded Direct Wealth in 2017 and has since lead the company to great heights. He believes in a customer-focused approach and works closely with his clients to provide advice tailored to their specific needs. Simon’s expertise is backed by an impressive educational background, including a Master’s of Financial Planning.
Erin, with over twelve years in financial services, loves building meaningful strategies that help her clients achieve their lifestyle and financial goals. Balancing her busy professional life with motherhood, she continues to advance her professional expertise, currently pursuing a Master’s in Financial Planning.
Joel has a diverse skill set, with experience ranging from everyday ‘mum and dad’ investors, through to high-net-worth business clients. He focuses on understanding his clients to tailor strategies for their financial success. Outside work, Joel’s life is enriched by family, including three lovely kids, and a keen interest in sports, especially football.
Kirsty, an expert in superannuation, investments, and retirement planning since 2014, values building strong relationships through open and honest communication. With a Diploma in Financial Planning and ongoing studies, she’s also a registered tax adviser. Outside work, Kirsty loves water activities, camping, and adventures with her fiancé and 3 dogs.
Luke has served as a Financial Adviser since 2015, having successfully completed his Bachelor of Business in Financial Planning.
His credentials extend across diverse facets of financial planning, reflecting a commitment to comprehensive expertise. Those who engage in conversations with Luke consistently acknowledge his passion for the industry and his dedication to aiding individuals in realising their financial objectives.
Beyond his professional pursuits, Luke derives fulfillment from quality time spent with his young family and embraces the enriching aspects of a semi-rural lifestyle.
Sam, with over 10 years in financial services, specializes in insurance, investments, and superannuation, and is academically distinguished, graduating in the top 15% internationally. Sam balances his professional life with getting active. He’s passionate about surfing, scuba diving, and outdoor adventures.
Josh has 5 years of experience in financial planning, backed by degrees in Economics, Commerce, and a Master’s in Financial Planning. Committed to providing clear and easy to understand financial advice, Josh aims to make financial planning a confidence-inspiring journey for clients. Outside work, he’s an adventure lover, enjoying surfing, van explorations, and camping.
T. Lincoln
Satisfied Client
“Many thanks to the team at Direct Wealth for keeping us on track with regards to our financial goals.
They have been managing our financial affairs for many years now and we would not be in the great position that we are in, going into retirement, without their ongoing expert advice and successful strategies to maximise wealth.
Highly recommended!“
Our fine selection of financial planning services and wealth management solutions are designed to harmonise your life and financial well-being.
Keeping your finances organised is our priority.
Our accountants provide comprehensive support, from ensuring your tax filings are accurate and advantageous, to managing your books and advising on financial strategy.
With our help, you can make informed financial decisions and keep your business and personal finances thriving.
Managing your money shouldn’t mean missing out on life.
We’ll work with you to create a budget that fits your lifestyle and financial goals. This way, you can enjoy today while staying on track for tomorrow.
Discover how our cash flow management and budgeting services can keep your finances in line and your life full of what you love. Read more here – Cash Flow Management Sunshine Coast.
Gain peace of mind by ensuring your wishes are clearly set and your loved ones are well taken care of. We guide you through the estate planning process, making sure every detail reflects your intentions.
Discover more about our estate planning services on the Sunshine Coast here – Estate Planning Sunshine Coast.
Navigating the world of finance can be a challenge, but you don’t have to do it alone.
Our finance brokers are experts in identifying the best loan structures and terms to meet your needs, whether you’re looking to invest, purchase new equipment, or refinance.
We’re committed to finding solutions that enhance your financial flexibility and help you achieve your goals more efficiently.
The right decisions can minimise the cost of debt, giving you more financial freedom with significant savings.
Read more about our lending and finance services here.
Learn more about how we can help on our Lending & Finance Sunshine Coast page.
Creating the right investment strategy isn’t just about picking stocks; it’s about understanding your unique financial situation and goals. That’s where we come in.
We tailor your portfolio to fit your needs, helping you navigate through the options to find the best fit for you.
Want to learn more about how we can help? Check out our investment advice services on the Sunshine Coast here – Investment Advisor Sunshine Coast
Finding the right mortgage is crucial, and our mortgage brokers are dedicated to making this process as smooth as possible.
We compare rates, terms, and features from various lenders to ensure you get a mortgage that suits your budget and lifestyle, helping you secure your dream home without the stress.
Ensuring you’re fully protected can make all the difference.
We’re here to help you find the right insurance coverage that suits your lifestyle and secures your financial well-being.
Learn more about our personal insurance advice on the Sunshine Coast here – Insurance Broker Sunshine Coast.
Ready to plan for a retirement that feels just right?
Let’s design your roadmap to a retirement that balances well-earned freedom with solid financial security.
At our Sunshine Coast office, we’re all about making retirement planning straightforward and stress-free. We listen to what you want and tailor a plan that fits. Curious about how we can help you enjoy your golden years without a worry?
Learn more about our retirement planning services here – Retirement Planner Sunshine Coast.
Navigating a self-managed super fund (SMSF) doesn’t have to be overwhelming.
Our team is here to simplify the complexities and take on the continuous obligations of managing your SMSF.
Learn more about how we can help make your SMSF journey smoother and more straightforward. Read more here – SMSF Sunshine Coast.
Choosing the right superannuation strategy extends beyond just selecting a fund; it involves tailoring contributions, investment choices, and retirement planning to ensure you achieve the best outcome.
Our expert advisors provide comprehensive guidance on optimising your super to support a comfortable retirement.
Discover more about how our superannuation advice services on the Sunshine Coast can enhance your financial future – Superannuation Advice Sunshine Coast.
Our team is dedicated to crafting personalised financial strategies that not only meet but exceed our client’s expectations.
Whether it’s positioning your finances, growing your wealth, or planning for the future, we’re here to support you at every step.
Our goal is to make sure your today and tomorrow are financially safe, secure, and comfortable, so you can enjoy true peace of mind.
Are you ready to improve your financial wellbeing and achieve your goals? Contact us today to get started!
William Chang
Satisfied Client
“I was recommended to Direct Wealth in 2022 and began working with Sam Dwight as my financial advisor.
Over the last 6 months or so, they have helped me begin the process of planning and executing a roadmap to future financial security.
Throughout this process, the team has been communicative and informative. They understood my current financial and personal circumstances and worked hard to ensure we had a robust plan.
With their help, I believe my future financial wellbeing is in good hands and I look forward to working together with Sam and Direct Wealth for many years to come.“
The first step is an easy welcome call. This quick and painless chat is all about getting to know one another. You can ask questions and see if we’re the right fit for you.
To get started, simply fill out the form and we’ll be in touch ASAP.
We’re looking forward to meeting you!
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Financial advisors offer a range of services including investment management, financial planning, retirement planning, tax planning, estate planning, and insurance strategies to help clients manage and grow their wealth effectively.
Financial advisors can charge in several ways: a flat fee, an hourly rate, a percentage of assets under management (AUM), or a commission on products they sell. Some may use a combination of these fee structures.
If you’d like to know more, please feel free to ask any questions and we’ll be happy to answer.
It’s helpful to bring financial documents such as investment statements, retirement account statements, life insurance policies, a list of assets and debts, and any other relevant financial information.
If you don’t have the above on-hand for your first meeting, that’s perfectly OK. Your advisor will ask you for exactly what they need, and it can be sent through via email or bought to your next meeting.
Most financial advisors recommend reviewing your financial plan at least annually, though more frequent reviews might occur due to changes in your personal circumstances or major financial events.
Yes, financial advisors can provide strategies to manage and reduce debt, including consolidating debt, restructuring payment plans, and prioritizing high-interest debts.
Both terms are used interchangeably, with focus placed on the creation of a comprehensive plan that covers all areas of finance, though some financial advisors might specialize in specific areas like investment management or retirement planning.
Look for advisors who are registered with national financial regulatory bodies, have reputable qualifications, and adhere to a fiduciary standard, which obligates them to act in your best interests.
All of Direct Wealth’s advisors are qualified, registered, and excellent in what they do. The best part? They’re ready to help you!
A financial advisor considers your overall financial situation, goals, risk tolerance, and personal preferences to create a customised plan that aims to optimise your financial outcomes and meet your life goals.
Yes, financial advisors are skilled in retirement planning, helping clients determine how much they need to save, the best investments for retirement savings, and strategies for withdrawing funds in retirement.
Choose a financial advisor who has the necessary qualifications, a robust track record, and a clear fee structure. It’s also important to select someone whose communication style and values align with yours.
A financial advisor can help identify tax-saving opportunities, such as tax-efficient investments, deductions, and timing strategies to help minimise your tax liability and maximise your after-tax returns.
Financial advisors employ various investment strategies based on the client’s risk tolerance, investment goals, and time horizon. This might include diversification across asset classes, strategic asset allocation, or tactical adjustments based on market conditions.
We only ever recommend investments that are well researched and have
Yes, financial advisors often work with estate planning attorneys to help you plan your estate, including setting up wills, trusts, and other strategies to ensure your assets are distributed according to your wishes and are tax-efficient.
Financial advisors will help you adjust your financial plan in response to major life events such as marriage, the birth of a child, divorce, or receiving an inheritance to ensure it remains aligned with your new circumstances.
